Financial Planning, Investment & Insurance Solutions

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Maximise Your Financial Opportunities

Planning today for your ideal tomorrow – strategies to accumulate, grow & protect wealth

Financial Planning, Investment, Insurance & Aged Care Solutions

We’re here to help you achieve your lifestyle goals. Based in Dubbo, we offer personalised financial planning, investment management, and insurance solutions tailored to your needs.

Our services include needs-based coaching, financial education, and expert advice on investments, superannuation, and insurance. We use the latest research to deliver reliable, efficient results.

We also cover social security, aged care, and estate planning, ensuring every aspect of your financial well-being is taken care of. Join us and benefit from our dedicated support for a secure and prosperous future.

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The Foundation Wealth Planners Difference

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Are you speculating or
actually investing?

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How to use super to build wealth or income stream in retirement

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Have you protected yourself, your family or key business partners?

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Invest with the benefit of academically proven methods backed by decades of research

Learn About the Power of Markets

Our 6-part series looking at the six key factors that will help you become a better investor and enjoy greater success with less stress, leaving you to focus on more important things in life.

Step 1: Accept The Price

Step 2: Beware Market Gurus

The Foundation Wealth Difference

Foundation Wealth Planners in Dubbo are built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.

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Insurance Solutions For Life, Income, Disability & Illness

Latest News

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Testimonials

We have always found Belinda’s financial advise to be very sound and we know that she has taken into account our specific circumstances, it is tailored to us and not just generic. We find Belinda and her team at Foundation Wealth Planners to be very professional and will be using their services for many years to come.

Jan & Colin Ferguson

Belinda has been managing our superannuation portfolio for some time and has always given us confidence in her ability to maximise returns on our investments. I would have no hesitation in recommending her services to potential clients.

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